See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,505 | $29,660-68.0% | $56,411-83.2% | $80,856-88.2% |
| Participation rate | 93.9% | 41.6%+52.3pp | 52.5%+41.5pp | 67.6%+26.3pp |
| Annual return | 15.27% | 35.23%-20.0pp | 1701.33%-1686.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $750 | $669+12.1% | $1,039-27.8% | $2,755-72.8% |
| Participant deferral / active EE | $1,906 | $1,226+55.5% | $1,952-2.3% | $4,296-55.6% |
| Admin fee / account holder | $803 | $2,428-66.9% | $2,829-71.6% | $6,918-88.4% |